Specialty Accounts Representative

Job Summary

A company is looking for a Specialty Accounts Representative.

Key Responsibilities

• Maintain and close Individual Retirement Accounts, ensuring compliance with laws and assisting members with transactions
• Manage deceased member accounts, communicating with survivors and adhering to legal requirements
• Assist members with Health Savings Accounts and review various specialty accounts for accuracy and compliance

Required Qualifications, Training, and Education

• 1+ years of related experience is required
• IRA and HSA certifications preferred, with the ability to acquire certifications in the future
• Knowledge of applicable laws, rules, and regulations regarding IRAs and HSAs
• Ability to organize work, establish priorities, and understand financial products and services
• Capability to verify the authenticity of documents related to Specialty Accounts